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Can I set up a Self Serve Client Intake in Clio?


  • To determine if a lawyers client can enter their own information into Clio without a 3rd party app.


  • Clio Manage

Additional Information:

There are 3rd party applications such as Intake 123 that offer such services. 


No, not at this time. 


Refer them to an Account Manager that can discuss the benefits of Clio Grow.

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